雲端運算

雲端運算出租伺服器、儲存空間和軟體，而不是販售硬體讓客戶在自家場所運行。它將科技支出從資本專案轉變為每月帳單，而託管這些服務的平台也已成為不可或缺的基礎設施。

64檔股票

#	名稱	持股	交易金額	主題股票	投資組合占比	狀態
751	First Quadrant Glendale, California	US$1.14億	-US$712萬	9	7.95%	減碼
752	Gamble Jones Investment Counsel Pasadena, California	US$1.14億	+US$124萬	7	9.76%	增持
753	Horan Capital Management Hunt Valley, Maryland	US$1.14億	+US$4357萬	5	20.42%	增持
754	Picton Mahoney Asset Management Toronto, Ontario, Canada	US$1.14億	-US$1465萬	4	7.82%	減碼
755	Capstone Investment Advisors New York	US$1.14億	+US$7698萬	8	0.82%	增持
756	Athanor Capital New York	US$1.14億	+US$2428萬	7	14.6%	增持
757	First Allied Advisory Services San Diego, California	US$1.14億	+US$312萬	14	3.93%	增持
758	ZWJ Investment Counsel Atlanta, Georgia	US$1.14億	-US$58.6萬	6	8.91%	減碼
759	ACR Alpine Capital Research St. Louis, Missouri	US$1.13億	-US$2210萬	1	5.99%	減碼
760	Meiji Yasuda Asset Management Tokyo, Japan	US$1.13億	-US$588萬	11	9.5%	減碼
761	KCM Kingdon Capital Management New York	US$1.13億	+US$1901萬	4	11.11%	增持
762	Dana Investment Advisors Waukesha, Wisconsin	US$1.13億	-US$1403萬	7	5.58%	減碼
763	Eventide Asset Management Boston, Massachusetts	US$1.13億	US$0	1	3.43%	維持不變
764	Glenview Trust Louisville, Kentucky	US$1.12億	+US$38.3萬	6	6.98%	增持
765	Hyperion Asset Management Brisbane, Australia	US$1.12億	-US$230萬	3	32.39%	減碼
766	Zeke Capital Advisors Berwyn, Pennsylvania	US$1.12億	-US$236萬	12	10.51%	減碼
767	Jag Capital Management St Louis, Missouri	US$1.11億	+US$1230萬	8	12.56%	增持
768	Cresset Asset Management Chicago, Illinois	US$1.11億	+US$1028萬	10	3.45%	增持
769	PCM Prime Capital Management Hong Kong	US$1.11億	-US$1919萬	1	25.33%	減碼
770	International Value Advisers	US$1.11億	-US$6978萬	3	4.28%	減碼
771	Paloma Partners Greenwich, Connecticut	US$1.11億	+US$6819萬	13	1.87%	增持
772	AMI Asset Management Los Angeles, California	US$1.1億	+US$3704萬	2	5.47%	增持
773	Soma Equity Partners San Francisco, California	US$1.1億	+US$2934萬	1	8.26%	增持
774	Two Creeks Capital Management New York	US$1.1億	+US$2500萬	1	6.69%	增持
775	Clough Capital Partners Boston, Massachusetts	US$1.1億	-US$1236萬	4	10.74%	減碼